@shaneparrish: "Warren Buffett, the greatest investor of all time, was not able to perceive the risk of disruption created by the inte…
Summary
Shane Parrish shares a podcast episode with Bill Ackman discussing venture capital bubbles, easy money, and how AI may prove an even harder disruption for investors than the internet — noting even Warren Buffett missed the internet's disruptive risk.
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“Warren Buffett, the greatest investor of all time, was not able to perceive the risk of disruption created by the internet.”
“Now we have AI. It’s a much more complicated problem.” https://t.co/8PaxYw6bbm
Shane Parrish (@shaneparrish): My second conversation with @BillAckman is unlike anything I expected.
0:00 Intro 0:53 The Night His Daughter Nearly Died 17:07 How He Holds it Together 23:17 How Bubbles Pull You In 23:49 Is Venture in a Bubble? 25:23 When Easy Money Runs Out 28:05 He Hated the Idea but
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